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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
WG
651
Wealth Group
North Carolina
$207K +$204K +9,452 New
AAS
652
Annex Advisory Services
Wisconsin
$207K +$204K +9,455 New
BCMLT
653
Beacon Capital Management LLC (Tennessee)
Tennessee
$205K +$25.9K +1,200 +15%
MLA
654
My Legacy Advisors
Oregon
$204K -$43.4K -2,013 -18%
KLCM
655
KG&L Capital Management
Louisiana
$203K +$200K +9,270 New
MA
656
MCF Advisors
Kentucky
$203K +$7.51K +348 +4%
CMI
657
Clare Market Investments
Texas
$201K -$42.4K -1,964 -18%
Jones Financial Companies
658
Jones Financial Companies
Missouri
$195K +$90.4K +4,189 +89%
Northwestern Mutual Wealth Management
659
Northwestern Mutual Wealth Management
Wisconsin
$192K -$116K -5,382 -38%
WA
660
Whipplewood Advisors
Colorado
$191K +$188K +8,715 New
JSAM
661
J. Safra Asset Management
New York
$174K +$75.8K +3,513 +79%
AF
662
Allworth Financial
California
$162K -$32.1K -1,487 -18%
WOC
663
West Oak Capital
California
$145K – – –
KFI
664
Key Financial Inc
Pennsylvania
$142K +$21.3K +988 +18%
OCM
665
Orion Capital Management
California
$140K +$138K +6,410 New
HPC
666
HM Payson & Co
Maine
$139K – – –
HCM
667
Hollencrest Capital Management
California
$139K +$2.67K +124 +2%
FWA
668
FSC Wealth Advisors
New York
$138K +$21.6K +1,000 +19%
AIM
669
Anchor Investment Management
South Carolina
$135K – – –
Fifth Third Bancorp
670
Fifth Third Bancorp
Ohio
$133K -$66.3K -3,073 -34%
HC
671
Hurley Capital
New York
$127K +$123K +5,706 New
Citigroup
672
Citigroup
New York
$126K +$19K +879 +18%
PFBT
673
Parkside Financial Bank & Trust
Missouri
$121K +$1.17K +54 +1%
GBT
674
Grove Bank & Trust
Florida
$118K – – –
AWM
675
Avior Wealth Management
Nebraska
$107K +$17.3K +803 +20%